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Sales MI Analyst

Posted 26 Mar 2024
Work experience
0 to 1 years
Full-time / part-time
Full-time
Job function
Degree level
Required language
English (Fluent)

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Job Introduction

This role focuses on the production of accurate and timely sales and assets under management (AUM) data and reports for the Sales teams, senior management and Finance Business Partners.

Role Responsibility

Principal activities will relate to the production, maintenance and enhancement of internal sales and AUM data. The role will be focused on supporting Sales teams and Finance Business Partners; supplying accurate, consistent and relevant data, reports and dashboards.

Core tasks to include:

  • Production of Monthly Sales Report
  • Production and development of Tableau sales and AUM reporting
  • Servicing sales and AUM enquiries
  • Coordinating and processing unallocated accounts list
  • Taking ownership of requested changes to sales data with focus on both underlying client and Sales team
  • Liaising with a number of internal departments (in particular Sales and the Management Information teams)
  • Support the production of the Group AUM report
  • Supporting and driving forward the sales and AUM data improvement projects
  • Supporting regular reporting and ad hoc requests, as required

The Ideal Candidate

This role would suit a candidate looking to pursue a career in data analysis or management reporting.

  • High attention to detail
  • Excellent analytical and reporting skills
  • Ability to build strong relationships across the business
  • A flexible yet logical approach to work
  • Excellent communication skills (written and verbal)
  • A team player with the ability to work autonomously when required
  • Ability to manage workloads and balance tight deadlines
  • PC skills (essential): advanced Excel, MS Office
  • Systems (desirable): Business Objects, Cognos TM1, Tableau

Package Description

We reward our employees with a comprehensive employee benefits package that includes physical health and financial wellbeing initiatives and family friendly policies, as well as Company support to make a difference to the charities that are important to them. We also offer a structured learning and development programme and sponsorship towards relevant qualifications. Our employee resource groups (including LGBT+ and Women in Technology), Sports and Social, Arts and Charity Committees also provide further support to our employees.

About the Company

Jupiter is one of the UK’s leading fund management companies. Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs) but also for institutional clients, through separately managed accounts and sub-advised funds. Jupiter has experienced a period of growth with offices now open in Germany, Switzerland, Sweden, Italy, Spain, Singapore and Hong Kong.

About Us
Founded in London in 1985 as a specialist investment boutique, primarily managing investment trusts and private client portfolios, our client base and product range have expanded so that we now manage investments on behalf of institutional and retail clients in the UK, Europe and the Asia Pacific region.
In June 2010 Jupiter Fund Management plc was listed on the London…


About Us
Founded in London in 1985 as a specialist investment boutique, primarily managing investment trusts and private client portfolios, our client base and product range have expanded so that we now manage investments on behalf of institutional and retail clients in the UK, Europe and the Asia Pacific region.

In June 2010 Jupiter Fund Management plc was listed on the London Stock Exchange. Jupiter employees continue to hold substantial interests in the company’s shares. This culture of employee ownership reinforces the Group’s ability to recruit, motivate and retain talented individuals and align the interest of clients, shareholders and employees with the success of the company.

Our Philosophy
Our investment culture promotes freedom of thought among our fund managers and encourages them to manage money in line with their individual styles, subject to mandate restrictions and risk requirements. Jupiter’s investment philosophy stems from our fundamental belief that genuine active fund management can deliver meaningful outperformance over the medium to long term. We believe the quality of our people and the culture that we foster are essential to achieving this.

Why work at Jupiter
We value our employees and aim to create a positive environment in which employees can work and develop their skills. Our culture gives employees the opportunity to perform and develop as individuals within a supportive framework. Our employees have an important role to play in successfully delivering our growth strategy and we believe that high levels of employee engagement and equity ownership help our business perform. We provide an attractive working environment and a competitive remuneration structure.

Jupiter Asset Management Limited is authorised and regulated by the Financial Conduct Authority. The value of investments can rise as well as fall and you may get back less than you invested.

Other
London
1,000 employees